Archive for the QuickBooks Help Category

Using Custom Fields and Classes in QuickBooks Online

Using Custom Fields and Classes in QuickBooks Online QBO’s tools are generic enough that myriad businesses can use it. But custom fields and classes help you shape it to meet your specific needs. Small business accounting is not a one-size-fits-all proposition. Your company is unique in that

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Ringing Out 2016 in QuickBooks

2017 is just around the corner. Now’s the time to do your end-of-year QuickBooks tasks. Since early January of this year, you’ve been faithfully creating new records, entering transactions, and recording payments. You’ve run basic reports. You’ve done your collection duties. You may have paid employees and

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Creating Reports in QuickBooks, Part 2

  Last month, we discussed QuickBooks’ report Preferences and The Report Center. We’ll look at report customization this month.   QuickBooks makes your bookkeeping faster, safer, and more accurate than what you could do using a manual system. Still, you may occasionally tire of your daily tasks.

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Paying Bills in QuickBooks Online

  In a previous column, we talked about setting up bills in QuickBooks Online. Now it’s time to pay them.   We recently laid out the benefits of using QuickBooks Online for bill entry and payment. It’s faster than manual methods. It leaves an electronic record of

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Creating Reports in QuickBooks, Part 1

 Creating Reports in QuickBooks, Part 1 QuickBooks comes with dozens of report templates that can be run as is. This month and next, we’ll show you ways to make them “fit” your company.   Reports are your reward for all that hard work you put in entering

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Customizing QuickBooks Online Forms

Customizing QuickBooks Online Forms Make a good impression on your customers by sending them well-designed sales forms. QuickBooks Online helps you create them.   Your company’s “brand” can be composed of many things (and has many definitions), but it’s really about what pops into your customers’ minds

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Can’t Keep Up with Bills? QuickBooks Online Can Help

 Can’t Keep Up with Bills? QuickBooks Online Can Help There are more pleasant accounting tasks than paying bills, but QuickBooks Online organizes and simplifies this critical chore. How does your company keep track of its bills now? If you’re like a lot of small businesses, you’re still

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What Are Payroll Items in QuickBooks?

What Are Payroll Items in QuickBooks? If you plan to process your own payroll using QuickBooks, you need to understand how payroll items work. Considering processing your own payroll in QuickBooks? Whether you’re moving from a payroll service or getting ready to pay your first employee, you’re

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Setting Up User Access in QuickBooks

  Will multiple employees be working with your QuickBooks company file? You’ll need to define their permission levels.   If you ever did your bookkeeping manually, you probably didn’t allow every employee to see every sales form and account register and payroll stub. Most likely, you established

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